NWAG
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Net Worth Advisory Group’s Phillips 66 PSX Stock Holding History

Net Worth Advisory Group’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Buy
2,706
+932
+53% +$160K 0.12% 191
2026
Q1 		$323K Buy
+1,774
New +$278K 0.07% 283
2025
Q4 		– Sell
-4,441
Closed -$604K – 468
2025
Q3 		$604K Sell
4,441
-743
-14% -$95.2K 0.17% 131
2025
Q2 		$618K Buy
5,184
+730
+16% +$81.8K 0.14% 162
2025
Q1 		$550K Buy
4,454
+27
+0.6% +$3.33K 0.17% 144
2024
Q4 		$504K Sell
4,427
-1,242
-22% -$158K 0.15% 172
2024
Q3 		$745K Buy
+5,669
New +$765K 0.22% 99

Other funds holding PSX

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Net Worth Advisory Group's PSX Position: Q2 2026 in Review

Net Worth Advisory Group increased its Phillips 66 (PSX) stake by 53% in Q2 2026, buying an estimated $160K and bringing the position to 2,706 shares worth $457K. The position accounts for 0.12% of the portfolio, ranked #191.

Net Worth Advisory Group first reported a position in PSX in Q3 2024 and has held it in 7 quarters since. The position peaked at $745K in Q3 2024. 468 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Net Worth Advisory Group held 2,706 shares of Phillips 66 worth $457K as of Q2 2026.
  • Net Worth Advisory Group bought 932 Phillips 66 shares in Q2 2026, an estimated $160K.
  • Phillips 66 made up 0.12% of Net Worth Advisory Group's portfolio in Q2 2026, its #191 holding.
  • Net Worth Advisory Group first reported a position in Phillips 66 in Q3 2024 and has held it in 7 quarters since.
  • Net Worth Advisory Group's Phillips 66 position peaked at $745K in Q3 2024.
  • 468 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.